Money Boss Parent

POINTS COVERED: How financial planners help clients What is the financial planning process Is it for everyone?   EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE & SHARE Want to be the first to know when new episodes are released?  Click here to subscribe in iTunes!  IT’S FREE!   LET’S GET SOCI...

WHAT YOU’LL LEARN Expenses to consider Where and how to save How to be practical When to say "No"   EPISODE SPONSORS- Thank you! Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE & SHARE Want to be the first to know when new episodes are released?  Click here to subscribe in iTunes!  IT’S FREE!   LET’S GET SOCIA...

ABOUT GUEST:  Ash Shukla came to the U.S. from India in 1989 with 20 dollars and without a word of English. He helped over 5,000 businesses, received a Congressional Honor, run a successful financial planning business, and published an Amazon bestseller. “I walk my DREAM CLIENTS through an exclusive process to help them achieve success.”- Ash   LINKS: Financial Chakras Book   EPISOD...

Reach out to your Moms, tell them you love them because at the end of the day it’s not the gifts and the flowers they really want, but a little attention and appreciation of their love for us! Happy Monther’s day to all the Mommies in the world. You are truly remarkable!   LINKS  Episode #11 - I want to be a Super Mom   EPISODE SPONSORS- Thank you! Money Flow System - Download Free...

Our guest Liz Hand, CFP® has worked in personal finance for over a decade and focuses her practice on helping women step into retirement by managing investments, designing retirement income, and distilling the complex finance world into bite-size pieces. WHAT YOU'LL LEARN: How to begin prioritizing and planning money, family & career How can women build support around them, especially in the f...

So what does it mean? I bet you are curious to know what I will be doing. TOPICS DISCUSSED Financial goals review Goals and values exercise Check out Episode #078 Do your money behaviors match your values?   EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE & SHARE Want to be the first to know when new episode...

If you're a little daunted about saving up for a down payment, here's how to get started WHAT YOU'LL LEARN: How to put together a strategic purchase plan How to not overspend Your timeline Setting proper goals and metrics Your downpayment options   EPISODE SPONSORS- Thank you! Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE &amp...

We aren’t just busy—we’re too busy. We’re rushing and running ragged and feeling burned out. We have ridiculous expectations of ourselves. And to make matters worse, busyness is often celebrated in our high-achieving, fast-paced culture. If you are so busy, when will you have time to pay attention to your finances ?   EPISODE SPONSORS- Thank you! Money Flow System - Download Free Money Flow P...

WHAT YOU’LL LEARN -How to use life events as a great catalyst to get you moving  -Trick yourself by anchoring  -What is an estate plan? Why you need it. How to get it. -Expanding your family, think family protection, aka, Life insurance.   LINKS Episode #069 Legacy Planning with Carmen Rossas Episode #056 Love in the air, so is Life Insurance     EPISODE SPONSORS Money Flo...

EPISODE SPONSORS- Thank you! Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE & SHARE Want to be the first to know when new episodes are released?  Click here to subscribe in iTunes!  IT’S FREE!   LET’S GET SOCIAL Anna  on Facebook Anna on Instagram

Disclosure: I am not affiliated or work for mint.com! Simply a long-time user. WHAT YOU’LL LEARN What it is www.mint.com and how it works Features Alerts  How mint makes money Is mint secure it is Pros & Cons   LINKS  www.mint.com Mint Blog - Financial Resouces   EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances. ...

In this episode, Anna uses her experience of starting a garden with her family as a metaphor for focusing on growing financially. With our busy schedules and lives, we spend so much time focusing on how to make more and more money and how to responsibly save it. We are discussing in this episode how and why it’s important to spend it! Anna discusses how well your family’s financial garden grows de...

WHAT YOU’LL LEARN Tapping into the "Art" of Money has been the most freeing experience for me personally and for many of my clients. Here are a few techniques I found helpful to get you thinking more about the Art part of this complex topic called money: Gratitude: write 3 things you are gratiful for around your finances daily Prioritize  daily, monthly & weekly  money tasks Conduct...

When an emergency strikes at the least expected time, how well are you prepared to handle it? Whether it’s a job loss, medical expenses, divorce, bankruptcy or an emergency home repair, the sudden change in your financial situation can be incredibly stressful. No matter how stressful the situation, bills still need to be paid, lights need to stay on, and food needs to be on the table. If a crisis...

MEET Yuri! Yuri Sergunin , CCIM , is a leading expert in the greater Bay Area commercial real estate market with a primary focus on exclusive representation of private and institutional capital clients in their disposition and acquisition of investment properties. LINKS  Connet with you and wish him a very happy B-day! Yuri on Linked In Yuri on Instagram www.stcommercial.com     SUB...

WHAT YOU’LL LEARN Jim Degaetano, CFP®  shares what parents need to know when teaching children responsible spending, saving, and investing skills. Teaching Financial literacy for kids of all ages is simply educating them on basic building blocks for financial wellness as well as the skills and knowledge you need to make informed decisions with your finances. We discuss why teaching your child...

It’s important to keep in mind that the choices you make today and the habits you form now can affect the rest of your financial life. Learn about the 6 financial mistakes women often make and how to steer clear of these mistakes….this could be the key to your survival.  The 6 financial mistakes that you need to avoid at all costs (seriously, no matter what) are:  Waiting until you’ve be...

Travel coach Kelli Nielsen from www.tripfixers.com , shares with us how anyone who is interested in traveling the world can go anytime, inexpensively, and bring the entire family along.  

What if you want to change this?  Let's dive in and explore today how understanding our core values in life can help us create better financial goals and a more cohesive plan for our money!

Jim Ludwick, CFP®  is a founder of MainStreet Financial Planning, Inc a fee-only, financial planning company, shares his Money story with us today!

Let’s look beyond that and focus on how anyone, with any type of passion and expertise, can use this opportunity to share their knowledge with the world that can live forever. That’s where online courses come in! Our guest today Dr. Sonia Murrey is the founder and CEO of Jump First , a growing digital education platform committed to empowering others to learn, innovate, and execute through various...

We heard traditionally that women face lots more challenges when it comes to their finances. Regardless of that I want to flip the coin and focus on how to use these headwinds to our advantage.

Liz Gillette, CFP® is a financial planner at MainStreet Financial Planning, Inc. Liz enjoys working with clients in their early- to mid-career, and hoping to find a solution to the competing priorities that they’re facing, such as enjoying life in the now vs. saving for college vs. upgrading their house vs. building a nest egg for retirement, and so on! Having had the opportunity in her early 20s...

In this episode Shannah Game,  a money wellness expert shares with us how we can uncover our money story and begin to truly build a meaningful relationship with our money which ultimately impacts how successful we have in life.  Ready to jumpstart into a new Money Mindset, take this Free 7-day challenge.

Your homework is to take some time and reflect on where you are with your finances, appreciate what you have and what you’ve done, and start thinking about what you can do next to improve.